B. Riley Financial, Inc. 5.25% Senior Notes due 2028 (RILYZ)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
B. Riley Financial, Inc. 5.25% Senior Notes due 2028 (RILYZ) trades at $18.44. B. Riley Financial, Inc. 5. Market cap: $323.83M, Sector: Financial services.
Price live · AI analysis from Mar 16, 2026Analyst Coverage for RILYZ: RILYZ does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates RILYZ against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
RILYZ: 1/1 perspectives are bearish.
How is this calculated? →B. Riley Financial, Inc. 5.25% Senior Notes due 2028 (RILYZ) Financial Services Profile
B. Riley Financial, Inc., through its 5.25% Senior Notes due 2028 (RILYZ), delivers financial solutions encompassing investment banking, wealth management, and financial consulting. Operating across multiple segments, the company caters to corporate, institutional, and high-net-worth clients, distinguishing itself through a diversified service portfolio within the financial services sector.
What Is the Investment Thesis for RILYZ?
B. Riley Financial, Inc. 5.25% Senior Notes due 2028 (RILYZ) presents an investment proposition rooted in its diversified service offerings and established market presence. The company's consistent profitability, reflected in a 29.4% profit margin, underscores its operational efficiency. However, the absence of a dividend yield may deter some investors. Key growth catalysts include expansion within its Capital Markets and Wealth Management segments. Potential risks involve market volatility and regulatory changes affecting the financial services sector. The company's low beta of 0.12 suggests relatively low volatility compared to the broader market.
Based on FMP financials and quantitative analysis
RILYZ Key Highlights
- Market capitalization of $323.83M indicates a mid-sized player in the financial services sector.
- A P/E ratio of 0.74 suggests the company may be undervalued compared to its earnings.
- Profit Margin of 29.4% demonstrates strong profitability and efficient operations.
- Gross Margin of 115.1% indicates effective cost management and pricing strategies.
- Beta of 0.12 suggests lower volatility compared to the overall market, potentially offering stability during market fluctuations.
Who Are RILYZ's Competitors?
RILYZ is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ECBK ECB Bancorp, Inc. | $20.04 | -0.79% | $175.43M | 69 |
| FCAP First Capital, Inc. | $64.89 | +0.32% | $217.11M | 89 |
| FSHP Flag Ship Acquisition Corporation | $11.21 | -0.71% | $99.35M | 47 |
| INAC Indigo Acquisition Corp. | $10.27 | +0.21% | $151.54M | 52 |
| IPOD Dune Acquisition Corporation II | $10.46 | -0.10% | $151.49M | 46 |
| ABXL Abacus Global Management, Inc. | $25.50 | +0.06% | 3B | 68 |
| WHFCL WhiteHorse Finance, Inc. 7.875% Notes due 2028 | $25.35 | +0.40% | $143.10M | 62 |
| ZBAI ATIF Holdings Ltd. | $8.95 | +0.00% | $7.39M | 61 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are RILYZ's Key Strengths?
- Diversified revenue streams across multiple segments.
- Established expertise in financial consulting and restructuring.
- Strong profit margin of 29.4%.
- Low beta of 0.12 indicates lower volatility.
What Are RILYZ's Weaknesses?
- Absence of dividend yield may deter some investors.
- Reliance on market conditions and economic cycles.
- Smaller market capitalization compared to larger competitors.
- AI analysis pending, indicating a gap in current insights.
What Could Drive RILYZ Stock Higher?
- Expansion of wealth management services targeting high-net-worth individuals.
- Strategic acquisitions within the communications sector to enhance portfolio diversification.
- Increased demand for financial consulting services due to economic uncertainty.
What Are the Key Risks for RILYZ?
- Financial-distress signal — its Altman Z-Score of 1.37 sits in the distress zone (elevated bankruptcy risk).
- Market volatility and economic downturns impacting financial performance.
- Regulatory changes and compliance costs in the financial services sector.
- Competition from larger, more established financial services firms.
- Risks associated with managing a diverse portfolio of acquired companies.
What Are the Growth Opportunities for RILYZ?
- Expansion of Wealth Management Services: B. Riley can capitalize on the growing demand for wealth management services by expanding its offerings to high-net-worth individuals. The global wealth management market is projected to reach trillions of dollars, presenting a significant opportunity for growth. Timeline: Ongoing.
- Strategic Acquisitions in the Communications Sector: The Communications segment, which acquires companies for risk-adjusted returns, offers growth potential through strategic acquisitions. Identifying and integrating synergistic businesses can enhance B. Riley's portfolio and generate additional revenue streams. Timeline: Ongoing.
- Increased Focus on Financial Consulting Services: With increasing economic uncertainty, the demand for financial consulting services, including restructuring and turnaround management, is expected to rise. B. Riley can leverage its expertise in this area to attract clients seeking specialized advisory services. Timeline: Ongoing.
- Leveraging Technology for Enhanced Service Delivery: Investing in technology to improve service delivery and client experience can drive growth across all segments. Digital platforms, data analytics, and automation can enhance efficiency and attract tech-savvy clients. Timeline: Ongoing.
- Geographic Expansion: Expanding its geographic footprint, particularly in high-growth regions, can enable B. Riley to tap into new markets and diversify its revenue streams. Identifying strategic locations and establishing a presence can drive long-term growth. Timeline: Ongoing.
What Opportunities Does RILYZ Have?
- Expansion of wealth management services to capture growing market demand.
- Strategic acquisitions in the communications sector to enhance portfolio.
- Increased focus on financial consulting services amid economic uncertainty.
- Leveraging technology to improve service delivery and client experience.
What Threats Does RILYZ Face?
- Market volatility and economic downturns impacting financial performance.
- Regulatory changes and compliance costs in the financial services sector.
- Increased competition from larger, more established firms.
- Potential risks associated with acquired companies in the communications segment.
What Are RILYZ's Competitive Advantages?
- Diversified service offerings across multiple segments.
- Established reputation in financial consulting and restructuring.
- Portfolio of companies in the communications sector provides recurring revenue.
- Expertise in auction and liquidation services.
What Does RILYZ Do?
Founded in 1973 and headquartered in Los Angeles, B. Riley Financial, Inc. has evolved into a diversified financial services company. The company provides an array of services, including capital raising, financial advisory, and wealth management solutions to both public and private firms. B. Riley operates through several key segments: Capital Markets, which offers investment banking, corporate finance, research, and trading services; Wealth Management, providing retail brokerage, investment management, and insurance services; Financial Consulting, specializing in restructuring, turnaround management, and forensic accounting; Auction and Liquidation, focusing on retail liquidation services; Communications, managing a portfolio of acquired companies; and Consumer, which includes Targus and the Brands investment portfolio. This multi-faceted approach allows B. Riley to serve a broad spectrum of client needs, from individual investors to large corporations, positioning it as a versatile player in the financial services industry.
What Products and Services Does RILYZ Offer?
- Provides investment banking services to corporate clients.
- Offers wealth management services to high-net-worth individuals.
- Delivers financial consulting services, including restructuring and turnaround management.
- Conducts auction and liquidation services for retail assets.
- Manages a portfolio of companies in the communications sector.
- Offers consumer products through Targus and other brands.
How Does RILYZ Make Money?
- Generates revenue through investment banking fees from capital raising and advisory services.
- Earns commissions and management fees from wealth management services.
- Receives fees for financial consulting services, including restructuring and valuation.
- Profits from the sale of assets through auction and liquidation services.
What Industry Does RILYZ Operate In?
B. Riley Financial, Inc. operates in the competitive investment banking and financial services industry. The industry is characterized by evolving regulatory landscapes, technological advancements, and fluctuating market conditions. Companies like B. Riley must adapt to these changes to maintain their competitive edge. The financial services sector is experiencing growth in wealth management and digital financial solutions. B. Riley's diversified approach allows it to capitalize on various market trends, but it also faces competition from larger, more established firms.
Who Are RILYZ's Key Customers?
- Public and private companies seeking capital raising and financial advisory services.
- High-net-worth individuals seeking wealth management and investment advice.
- Companies undergoing restructuring or turnaround situations.
- Retailers seeking liquidation services for their assets.
Company Profile
B. Riley Financial, Inc. 5.25% Senior Notes due 2028 operates in the Investment - Banking & Investment Services industry within the Financial Services sector. It is headquartered in Los Angeles, US. The company is led by CEO None. RILYZ has traded publicly since 2021.
F-Score 7/9Financial Health
B. Riley Financial, Inc. 5.25% Senior Notes due 2028's Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 1.37 places it in the distress zone, a signal of elevated financial risk.
P/E 0.6Key Financial Metrics
Return on assets is 25.0%, showing how much profit it generates from its asset base. RILYZ trades at a trailing price-to-earnings ratio of 0.57, below the Financial Services sector average of ~18x. Its free cash flow yield is 68.4%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.95 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 174.1%, the inverse of the P/E and a quick read on earnings relative to price.
RILYZ Valuation & Market Position
With a $323.83M market cap, B. Riley Financial, Inc. 5.25% Senior Notes due 2028 sits in the small-cap segment of the market.
RILYZ Financials
Bull Case vs Bear Case
Bull Case
- B. Riley Financial's recent insider buying activity indicates strong confidence in the company's future, suggesting that leadership sees potential for growth.
- The company's strategic positioning in the financial sector has garnered positive community sentiment, with many investors expressing optimism about its stability and growth prospects.
- Recent developments in their investment strategies, particularly in technology and healthcare sectors, have been well-received by the market, enhancing their reputation.
- Community discussions highlight a belief in the resilience of B. Riley's financial products, especially in a volatile market environment.
Bear Case
- Concerns about rising interest rates may impact the attractiveness of fixed-income securities like senior notes, leading to bearish sentiment among some investors.
- Recent social sentiment has shown caution, with discussions around potential market corrections affecting overall confidence in the financial sector.
- Analysts have pointed out that while B. Riley has a solid foundation, competition in the financial services industry remains fierce, raising questions about market share.
- Some community members express skepticism about the sustainability of recent growth, fearing that external economic factors could hinder future performance.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
RILYZ Latest News
No recent news available for RILYZ.
RILYZ Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for RILYZ.
Price Targets
Wall Street price target analysis for RILYZ.
RILYZ MoonshotScore
What does this score mean?
The MoonshotScore rates RILYZ's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: None
None
Unknown
Track Record: Unknown
RILYZ Financial Services Stock FAQ
What does B. Riley Financial, Inc. 5.25% Senior Notes due 2028 do?
B. Riley Financial, Inc. 5.25% Senior Notes due 2028 (RILYZ) is part of a diversified financial services company that provides capital raising and financial advisory solutions to public and private firms. The company operates through segments like Capital Markets, offering investment banking and trading services; Wealth Management, providing brokerage and investment advice; and Financial Consulting, specializing in restructuring and turnaround management. The company also engages in auction and liquidation services, communications, and consumer products.
What are the main risks for RILYZ?
The main risks for B. Riley Financial, Inc. 5.25% Senior Notes due 2028 (RILYZ) include market volatility, which can impact its capital markets and wealth management segments. Regulatory changes in the financial services industry could increase compliance costs and affect profitability. Competition from larger, more established firms poses a continuous challenge. Additionally, the company faces risks associated with managing a diverse portfolio of acquired companies in the communications sector. Economic downturns can also reduce demand for financial consulting services.
How does B. Riley Financial, Inc. 5.25% Senior Notes due 2028 make money in financial services?
B. Riley Financial, Inc. 5.25% Senior Notes due 2028 generates revenue through a variety of channels within its diverse segments. The Capital Markets segment earns fees from investment banking activities, such as underwriting and advising on mergers and acquisitions. The Wealth Management segment generates commissions and management fees from providing brokerage and investment advisory services. The Financial Consulting segment earns fees for restructuring, turnaround management, and forensic accounting services. The Auction and Liquidation segment profits from the sale of assets. The Communications segment generates revenue from its portfolio companies.
How sensitive is RILYZ to interest rate changes?
As a financial services company, B. Riley Financial, Inc. 5.25% Senior Notes due 2028 (RILYZ) is subject to interest rate risk, which can impact its net interest margin and profitability. Rising interest rates can increase the cost of borrowing and potentially reduce demand for certain financial products and services. The company's ability to manage its interest rate exposure through hedging strategies and asset-liability management is crucial for maintaining stable financial performance. Changes in interest rates can also affect the valuation of fixed-income securities held by the company.
What are the key factors to evaluate for RILYZ?
Evaluate RILYZ on fundamentals, analyst consensus, and risk factors. Not financial advice.
How frequently does RILYZ data refresh on this page?
RILYZ prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven RILYZ's recent stock price performance?
B. Riley Financial, Inc. 5.25% Senior Notes due 2028 (RILYZ) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified revenue streams across multiple segments. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider RILYZ overvalued or undervalued right now?
Valuing B. Riley Financial, Inc. 5.25% Senior Notes due 2028 (RILYZ) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis is pending, which may provide further insights.
- Limited information available on specific growth initiatives and timelines.